Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you John? Claim Your ProfileJohn Ohlson is a financial advisor currently registered with Merrill Lynch, Pierce, Fenner & Smith Inc.. John has been in the industry since 2003, and John has a Series 7, Series 63 and Series 66 license and has passed the SIE exam. John is also registered in multiple states as an investment advisor representative. Previously, John worked at Charles Schwab & Co., Inc. and Revere Securities LLC. John primarily works with individuals and businesses, as well as pension plans, charitable organizations, and insurance companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Performance measurement reports, allocation modeling, ips, research reports and services, see schedule d
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
Earned based on transactions or products sold.
A percentage of the total value of assets under management is charged.
1
2
NY
10/06/2021 - Present
Merrill Lynch, Pierce, Fenner & Smith Inc. (NEW YORK NY)
FL
05/31/2019 - 07/30/2020
CHARLES SCHWAB & CO., INC. (Orlando FL)
NY
02/11/2016 - 12/22/2017
REVERE SECURITIES LLC (New York NY)
NY
04/17/2001 - 03/31/2016
BURNHAM SECURITIES INC. (NEW YORK NY)
BOTH
Issued 09/03/2021
Series 66 - Uniform Combined State Law Examination
BC
Issued 07/25/2003
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 12/22/2017
SIE - Securities Industry Essentials Examination
BC
Issued 04/16/2001
Series 7 - General Securities Representative Examination
Active
Inactive
C
Cboe BYX Exchange, Inc.
C
Cboe BZX Exchange, Inc.
C
Cboe Exchange, Inc.
F
FINRA
I
Investors' Exchange LLC
N
Nasdaq Stock Market
N
New York Stock Exchange
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